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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY6+ years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $1,588,555 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 23 · EIN 22-1211670 | Insurance services | $246,223 |
USI CONSULTING GROUP6+ years Service code 13 · EIN 13-4032401 | Contract Administrator | $229,564 |
PGIM INVESTMENTS1 year Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $192,937 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE CO. Service code 23 · EIN 13-5581829 | Investment management; Insurance serv... | $101,523 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $100,743 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $94,192 |
SHENKMAN CAPITAL MANAGEMENT6+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-3280361 | Investment Management | $78,820 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA INVESTMENT MANAGERS N.A. Service code 28 · EIN 13-4045673 | Investment Management | $58,907 |
Filed as: AXA ROSENBERG INVESTMENT MANAGEMENT Service code 28 · EIN 68-0422654 | Investment Management | $26,293 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 13.44% | 9.41%+4.0pp | 793.01%-779.6pp | 9.29%+4.2pp |
| Employer contribution / active EE | $748,793 | $13,564+5420.4% | $27,004+2672.9% | $15,168+4836.7% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |